Customer Service Representative (Wholesure)
Acrisure, Stockton, California, United States, 95219
Customer Service Representative
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. The Customer Service Representative is a member of the Customer Service team dedicated to a Wholesale providing service to clients located primarily in the northeast. This individual is responsible for providing excellent customer service while upholding the organization's SLA. Provide a positive experience to external customers in a fast-paced customer service environment. Manage requests via email, phone, and online chat features. Establish a strong working relationship with our external customers as well as internal colleagues to aid in a consistent and successful customer service experience. Responsibilities: Pulls electronic mail daily and records in agency management system. Monitors agency management system for misapplied mail and activities Assists with customer inquiries via phone, email, and online chat (50% phone handling expected). Assists Underwriting with Renewal Information Requests, Processes applications, policies, endorsements, binders, certificates, loss runs, audit requests and other items related to the servicing of clients. Request routine policy adjustments as directed by Account Manager Report claims to the carrier Provides support to Producers including preparing presentations and proposals Data entry in the agency management system Policy processing including pulling policies from websites and attach in the agency management system, check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, transmit policies electronically to client. Review Activity follow up list on a daily basis and take appropriate action. Consistently establishes and maintains high levels of trust and confidence with Account Service team by promptly responding and resolving services requests and issues; Other duties may be assigned. Hourly: $21 - $27 Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. The Customer Service Representative is a member of the Customer Service team dedicated to a Wholesale providing service to clients located primarily in the northeast. This individual is responsible for providing excellent customer service while upholding the organization's SLA. Provide a positive experience to external customers in a fast-paced customer service environment. Manage requests via email, phone, and online chat features. Establish a strong working relationship with our external customers as well as internal colleagues to aid in a consistent and successful customer service experience. Responsibilities: Pulls electronic mail daily and records in agency management system. Monitors agency management system for misapplied mail and activities Assists with customer inquiries via phone, email, and online chat (50% phone handling expected). Assists Underwriting with Renewal Information Requests, Processes applications, policies, endorsements, binders, certificates, loss runs, audit requests and other items related to the servicing of clients. Request routine policy adjustments as directed by Account Manager Report claims to the carrier Provides support to Producers including preparing presentations and proposals Data entry in the agency management system Policy processing including pulling policies from websites and attach in the agency management system, check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, transmit policies electronically to client. Review Activity follow up list on a daily basis and take appropriate action. Consistently establishes and maintains high levels of trust and confidence with Account Service team by promptly responding and resolving services requests and issues; Other duties may be assigned. Hourly: $21 - $27 Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.